Level Four Advisory Services’s PJT Partners PJT Stock Holding History

Level Four Advisory Services’s Portfolio PJT Stock Details PJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,213	Closed	-$203K	–	894
2025 Q4	$203K	Sell	1,213 -27	-2%	-$4.62K	0.01%	813
2025 Q3	$221K	Sell	1,240 -24	-2%	-$4.32K	0.01%	750
2025 Q2	$209K	Buy	+1,264	New	+$184K	0.01%	742
2025 Q1	–	Sell	-1,279	Closed	-$202K	–	780
2024 Q4	$202K	Buy	+1,279	New	+$195K	0.01%	718

Other funds holding PJT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Level Four Advisory Services's PJT Position: Q1 2026 in Review

Level Four Advisory Services sold out of PJT Partners (PJT) in Q1 2026, closing a stake of 1,213 shares — an estimated $203K sold.

Level Four Advisory Services first reported a position in PJT in Q4 2024 and held it in 4 quarters. The position peaked at $221K in Q3 2025. 399 funds tracked by Wall St. Rank hold PJT as of Q1 2026.

Level Four Advisory Services reported no remaining PJT Partners position as of Q1 2026 after selling out during the quarter.
Level Four Advisory Services sold 1,213 PJT Partners shares in Q1 2026, an estimated $203K.
Level Four Advisory Services first reported a position in PJT Partners in Q4 2024 and held it in 4 quarters.
Level Four Advisory Services's PJT Partners position peaked at $221K in Q3 2025.
399 funds tracked by Wall St. Rank held PJT Partners as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.